| Ridgewood Investments LLC | Springfield, NJ | $419.2M | 7 |
| Seabird Financial Corporation | San Diego, CA | $419.1M | — |
| Wt Wealth Management, LLC | Scottsdale, AZ | $419.1M | — |
| Summit Partners Credit Advisors, L.P. | Boston, MA | $419M | 8 |
| P4g Capital Management, LLC | Stateline, NV | $419M | 9 |
| Silver Oak Advisory Group, Inc. | Portland, OR | $418.9M | — |
| Transce3nd LLC | Buda, TX | $418.9M | — |
| One Oak Capital Management, LLC | Purchase, NY | $418.5M | 3 |
| Alpha Leonis Partners, LLC | Wayne, PA | $418.4M | 1 |
| Lincoln Capital Corporation | East Greenwich, RI | $418.3M | — |
| Aspect Partners, LLC | Fairfax, VA | $418.2M | — |
| Miller Value Partners, LLC | Sarasota, FL | $418.2M | — |
| Seaport Capital, LLC | New York, NY | $418.2M | 7 |
| Mauney-Pitt Financial Management, Inc. | Shelby, NC | $418M | — |
| Quantum Private Wealth, LLC | Tampa, FL | $418M | — |
| Onex Credit Advisor, LLC | Englewood Cliffs, NJ | $417.8M | — |
| Fruth Investment Management | Houston, TX | $417.8M | — |
| Honte Advisors LLC | Berkeley, CA | $417.7M | 1 |
| Artist Capital Management LLC | New York, NY | $417.6M | 12 |
| Flatrock Wealth Partners LLC | Newport Beach, CA | $417.6M | — |
| Coquina Private Wealth LLC | Port Charlotte, FL | $417.6M | — |
| Eagle Wealth Management Group Inc. | Valencia, CA | $417.5M | — |
| Cedar Wealth Management, LLC | | $417.2M | — |
| Castleview Partners, LLC | Dallas, TX | $416.9M | — |
| Seven Mile Advisory LLC | Tallahassee, FL | $416.8M | — |
| Jupiter Wealth Management, LLC | Glendale, CO | $416.8M | — |
| Lakemore Partners Management US LLC | DIFC | $416.6M | 3 |
| Strategic Asset Management Group Advisors, Inc. | Pompano Beach, FL | $416.5M | — |
| Two Prime Inc. | | $416.5M | — |
| Market Investment Group, LLC | Wichita, KS | $416.4M | — |
| Cultivation Capital, LLC | St. Louis, MO | $416.4M | 17 |
| Highview Capital Management, LLC | Buffalo Grove, IL | $416.3M | — |
| Bard Associates Inc | Chicago, IL | $416.2M | 1 |
| Jeffrey N. Mehler, Cfp LLC | Essex, CT | $416.2M | — |
| Capstone Wealth Management, LLC | Tuscaloosa, AL | $416.1M | — |
| Sgl Financial, LLC | Buffalo Grove, IL | $416M | — |
| Allard Partners Limited | Central | $415.9M | 1 |
| McCollum Christoferson Group, LLC | Amherst, NY | $415.8M | — |
| Slotnik Capital, LLC | Dallas, TX | $415.8M | 1 |
| Royal Oak Financial Group | Worthington, OH | $415.8M | — |
| Davidson Kahn Capital Management, LLC | Sherman Oaks, CA | $415.5M | — |
| Broadcrest Asset Management, LLC | Winter Park, FL | $415.5M | 5 |
| Goodman Advisory Group, LLC | Needham, MA | $415.5M | — |
| First Wilshire Securities Management, Inc. | Pasadena, CA | $415.5M | 2 |
| Ferguson Shapiro LLC | Decatur, GA | $415.2M | — |
| Landseer Advisors LLC | Princeton, NJ | $415.2M | — |
| Whetstone Capital Advisors, LLC | Mission Woods, KS | $415.1M | 3 |
| Flywheel Private Wealth LLC | Los Altos, CA | $415M | — |
| Center Capital Partners LLC | Beverly Hills, CA | $415M | 7 |
| Ellington Credit Company Management LLC | Old Greenwich, CT | $415M | — |